Wom South Investors 401 (K) Plan — Form 5500 plan (Wom South Investors, Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wom South Investors 401 (K) Plan is a benefit plan reported by Wom South Investors, Inc under EIN 46-0490751 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $7,499,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wom South Investors, Inc
- EIN
- 46-0490751
- Plan number
- 001
- Plan type
- 2
- Location
- Pineville, NC
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $7,499,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H | 20250925122841NAL0012162930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,499,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,499,100
- Net assets (BOY)
- $5,990,562
Income & contributions
- Employer contributions
- $117,357
- Participant contributions
- $426,983
- Total contributions
- $544,340
- Total income / additions
- $1,687,394
Expenses & distributions
- Benefits paid
- $148,517
- Administrative expenses
- $30,339
- Total expenses
- $178,856
- Net increase / (decrease)
- $1,508,538
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.